Please join us for a series of webinars to introduce our clients to Mercer Advisors' leadership team and describe for you our shared vision for the future. Each webinar is followed by a short Q&A session.
Our speakers will include:
After registering, you will receive a confirmation email with instructions for joining the webinar.
with David Welling, CEO, Mercer Advisors.
with Don Calcagni, Chief Investment Officer at Mercer Advisors.
with Jeremiah Barlow, Head of Family Wealth Services at Mercer Advisors.
FIM Group has served clients as a global investment manager and financial planner since 1984. Our mission is to ensure that our clients have the resources they need to support the quality of life they desire. We believe in long-term investing that adopts a disciplined investment process. We emphasize protecting and sustaining our clients' wealth every bit as much as growing their assets.
Our team of over 25 individuals is dedicated to making the client experience as rewarding and fulfilling as possible. In addition to providing quality investment management, we offer clients financial planning and retirement services. discover more >
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111 Cass Street
Traverse City, MI 49684
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Onalaska, WI 54650
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